Position in WPC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$357
-$10,103 QoQ
Shares Held
5
-97.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#885
of 892 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $48,697 across 3 REIT - Diversified names. WPC ranks #3 (0.7% of the industry book) .
All Filings in WPC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357 | 5 | Shares | Defined | 2026-07-23 | |
| 2024-12-31 | $10,460 | 192 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $11,837 | 190 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,294 | 187 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $10,384 | 184 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $11,730 | 181 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $9,626 | 178 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $5,808 | 75 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||